MH
CFA
MH
CFA

Matthew Hawkins

20 Years of Experience
Port Orchard, WA

Matthew Hawkins is a CFA-designated registered investment advisor at Hawkins Investment Counsel, LLC, based in Port Orchard, WA, with 20 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 82 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$150.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $200K2.00%
$200K - $500K1.50%
$500K+1.00%

The investment management fee is negotiable at HIC's sole discretion and is based on several factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Port Orchard, WA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Hawkins Investment Counsel, LLC
July 2005 - Present · 20 yrs 9 mos
State Registrations3 states
AKTXWA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.